Who Uses This Software?

Asset Manager, Family Offices, Private Banks, Pension funds, Private Investors

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Alphasys
  • www.alphasys.ch/en/
  • Founded 2003
  • Switzerland

About Netfolio

Netfolio from Alphasys is an online, secure and individually configurable portfolio management system that meets the highest requirements. In addition to software for asset management for Independent Asset Managers, Family Offices and Private Banks, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business.

Netfolio Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Netfolio Reviews

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